Schwab U.S. Mid-Cap ETF $SCHM Shares Bought by High Note Wealth LLC

High Note Wealth LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 2.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 898,247 shares of the company’s stock after buying an additional 24,013 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 5.3% of High Note Wealth LLC’s holdings, making the stock its 3rd biggest holding. High Note Wealth LLC owned approximately 0.22% of Schwab U.S. Mid-Cap ETF worth $27,010,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the business. Thrivent Financial for Lutherans raised its stake in Schwab U.S. Mid-Cap ETF by 2,708.3% during the third quarter. Thrivent Financial for Lutherans now owns 1,924,641 shares of the company’s stock worth $57,046,000 after acquiring an additional 1,856,108 shares in the last quarter. Financial Planning Navigators CORP bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter valued at approximately $22,267,000. Corient Private Wealth LLC grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 97.8% during the 2nd quarter. Corient Private Wealth LLC now owns 1,289,510 shares of the company’s stock valued at $36,187,000 after purchasing an additional 637,571 shares during the last quarter. Advisory Alpha LLC increased its position in Schwab U.S. Mid-Cap ETF by 6.8% during the 3rd quarter. Advisory Alpha LLC now owns 8,942,309 shares of the company’s stock worth $267,436,000 after purchasing an additional 568,609 shares in the last quarter. Finally, Moneta Group Investment Advisors LLC increased its position in Schwab U.S. Mid-Cap ETF by 5.9% during the 3rd quarter. Moneta Group Investment Advisors LLC now owns 10,021,294 shares of the company’s stock worth $297,031,000 after purchasing an additional 555,701 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of Schwab U.S. Mid-Cap ETF stock opened at $33.95 on Monday. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $26.45 and a fifty-two week high of $35.03. The firm has a market capitalization of $14.26 billion, a P/E ratio of 18.83 and a beta of 1.04. The company’s 50 day moving average price is $32.50 and its two-hundred day moving average price is $31.51.

Schwab U.S. Mid-Cap ETF Profile

The Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market cap-weighted index of mid-cap stocks in the Dow Jones US Total Stock Market Index. SCHM was launched on Jan 13, 2011 and is managed by Charles Schwab.